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Capital Group Global Growth Equity ETF

148 hedge funds and large institutions have $1.36B invested in Capital Group Global Growth Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

13% more funds holding

Funds holding: 131148 (+17)

11% more capital invested

Capital invested by funds: $1.22B → $1.36B (+$137M)

1.89% more ownership

Funds ownership: 69.11%71% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
86
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$203M +$39.4M +1,644,128 +23%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$145M +$22.9M +956,362 +18%
RJA
3
Raymond James & Associates
Florida
$86.6M +$8.28M +345,481 +10%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.1M +$8.81M +367,593 +14%
UBS Group
5
UBS Group
Switzerland
$69.7M +$8.62M +359,446 +13%
LPL Financial
6
LPL Financial
California
$61M +$12.4M +516,118 +24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$48M +$4.24M +176,679 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$46.3M +$7.31M +304,959 +18%
MML Investors Services
9
MML Investors Services
Massachusetts
$34.7M -$4.74M -197,547 -12%
JBA
10
Johnson Bixby & Associates
Washington
$31.7M +$2.69M +112,199 +9%
WAM
11
WNY Asset Management
New York
$28.6M -$2.6M -108,524 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$28.2M +$12M +501,691 +69%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$28M +$3.11M +129,560 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25.3M +$656K +27,378 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$24.4M +$25.5M +1,065,030 New
FC
16
Financial Council
Maryland
$23.5M +$640K +26,695 +3%
Wells Fargo
17
Wells Fargo
California
$22.7M +$6.84M +285,112 +41%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$21.7M +$4.28M +178,691 +23%
H
19
HoyleCohen
California
$20.4M -$14.4K -601 -0.1%
DJSG
20
D.J. St. Germain
Massachusetts
$19.9M -$2.7M -112,580 -11%
Corient Private Wealth
21
Corient Private Wealth
Florida
$19.2M +$20M +835,879 New
Jane Street
22
Jane Street
New York
$18.2M -$3.31M -137,849 -15%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$18M +$1.97M +82,029 +12%
DADC
24
D.A. Davidson & Co
Montana
$17.5M +$55.3K +2,305 +0.3%
CAN
25
Cetera Advisor Networks
California
$12.1M +$4.89M +203,906 +63%